Welcome to United Capital Willamette Valley

Experience wealth management, reimagined.

Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.

AboutOurOffice

At the United Capital Willamette
Valley office, we help our clients
attain security and peace of mind. This comes from knowing they will be able to
provide well for themselves, as well as the people they truly care about. We help clients identify their financial biases, and
understand how these affect the way they think and make decisions about money.

We do this by providing a unique guidance
and investment process designed to help clients insulate themselves from
succumbing to the emotional & psychological extremes when it comes to their
financial decisions.

We use compassion and care to help give
clients hope in achieving their most treasured goals for themselves and their
family.

We are here to guide clients with objective
analysis, and help shield them from decisions that can create costly mistakes.

Our entire
system is designed to support our client’s
decision-making process, which will help keep them focused on controlling the
controllable and being the driver of their financial lives.

YOU ARE UNIQUE

*Above photo by Bill Miller, Allegory Commercial Photography

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Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

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Tommy Paterson

Managing Director

Maria Olsen

Director of Operations

Heather Kelly

VP, Risk Management

Christopher J. Dorsey

Investment Management Advocate

Chandi Maharaj

Centralized Administrative Assistant

Tommy Paterson, CFP®

Managing Director

After playing baseball in the Philadelphia Phillies and Chicago White Sox organizations, Tommy Paterson joined Merrill Lynch in 2007. In 2011, he joined Wickman Paterson Corrigan, now United Capital Willamette Valley. As an Investment Adviser Representative, Tommy helps clients build a solid foundation on which to make confident financial decisions.

Tommy is dedicated to community service. He is involved with McMinnville Young Life and McMinnville Noon Kiwanis and is a Board Member for the McMinnville Downtown Association. Tommy and his wife, Chelsea, have two daughters.

Maria Olsen

Director of Operations

Maria Olsen is a native Oregonian with more than 20 years of administrative experience. She has been with Wickman Paterson Corrigan, now United Capital Willamette Valley since 2004. She provides client support, office management, compliance, payroll and Accounting. She has a Series 65 license, which allows her to act in an advisory capacity as needed.

Maria likes spending time with her husband and children. She enjoys camping, running and weightlifting.

Heather Kelly, RHU, HIA, MHP, CLU

What are three words people use to describe you?
Tenacious, Deliberate, Vibrant

When you are not working, what do you care about most?
Family

What's your Money Mind:
Commitment

Heather is responsible for the overall operation of United Capital Risk Management. She is also responsible for integrating unbiased risk management strategies into the planning process at United Capital. Her expertise is educating advisers and clients on how properly designed, executed and managed insurance based products can augment global planning and financial stability. Her acumen and experience uniquely positions her to improve the lives of United Capital's clients, advisers and employees she works with.

Heather has been in the insurance industry over twenty years. Her experience, at some of the most venerable financial institutions in America, spans many facets of the industry at both corporate and field levels. Her corporate positions included Regional Sales, National Marketing Specialist and Director of Business Solutions. Her field positions included Sales Vice President, Estate Planning Consultant, Brokerage Manager and Associate General Agent. She has received recognition and numerous awards for her accomplishments in these roles.

A continual student of the industry, Heather has earned her Health Insurance Associate (HIA) designation and Managed Health Professional (MHP) designation from the Health Insurance Association of America. Heather has studied at The American College and has earned her Registered Health Underwriter (RHU) and Chartered Life Underwriter (CLU). Heather is also matriculated for her Charted Financial Consultant (ChFC) accreditation.

The desire to give back is a driving force for Heather. She has served on industry and philanthropic boards and committees. Athena International recognized her as their first nationwide recipient of The Young Professional Honor, recognizing Heather for professional excellence, community service and for actively assisting women in their attainment of professional excellence and leadership skills.

Heather resides in Florida with David, her husband of eighteen years, and Nathaniel, their six year old son. In addition to being a mom and wife, Heather's passions include reading, fishing and cycling.

Representative is an employee of United Capital. United Capital and WPC are separate and unrelated companies.

Christopher J. Dorsey, CFA, MSF

Investment Management Advocate

Chris Dorsey is an Investment Management Advocate at United Capital Financial Advisers, LLC. His duties include managing custom investment portfolios for clients, recommending appropriate investment strategies and asset allocations for clients and assisting advisers in aspects of the financial planning process related to investment management.

Prior to joining United Capital, Chris held the position of Chief Investment Officer at HFI Wealth Management, now United Capital. During his time at HFI Wealth Management, Chris developed proprietary investment strategies covering a broad range of asset classes and spanning the global marketplace. He utilized both fundamental and technical analysis research to create and manage unique and custom investment portfolios for clients including high net-worth individuals, endowments and foundations. Chris also ran weekly investment team meetings at HFI and authored monthly, quarterly and annual commentaries that included analysis of the markets, economies and forecasts for the aforementioned.

Chris is a graduate of Virginia Tech where he received his Bachelor’s Degree in Economics with a minor in Business. Chris also attended the University of Denver where he received his Master of Science Degree in Finance with a concentration in Investments. While completing his Master’s degree, Chris held the position of President of the Marsico Investment Team in the Daniel’s College of Business. Chris also holds the Chartered Financial Analysts® (CFA®) designation and has been quoted in periodicals such as the Wall Street Transcript.

Chris lives in Northern Virginia with his wife, Amanda, and their pug, Breck. He enjoys camping, golf and is an avid snowboarder.

Representative is an employee of United Capital. United Capital and WPC are separate and unrelated companies.

Chandi Maharaj

Chandi Maharaj was born and raised in Dallas, TX and recently joined the financial services industry after graduating with a Business Administration degree at The University of Texas at Dallas. She has been with the United Capital Centralized Services team for almost a year, working as an Administrative Support Assistant.

Prior to United Capital, Chandi worked in the Customer Service industry for about 10 years. This year she looks forward to increasing her experience in the administrative role as well as developing relationships with clients and advisers.

Outside of work, Chandi spends most of her time cooking, watching sports and learning new skill sets. Currently, her goal is working towards getting a motorcycle license.